| 5/20/2025 | Focus Partners Wealth | 20,118 | $1.01M | 0.0% | +3,043.4% | 0.442% | |
| 5/19/2025 | Jane Street Group LLC | 33,976 | $1.70M | 0.0% | +315.5% | 0.755% | |
| 5/16/2025 | Jones Financial Companies Lllp | 6,270 | $314K | 0.0% | +1,269.0% | 0.139% | |
| 5/16/2025 | Algorithmic Investment Models LLC | 47,839 | $2.40M | 1.8% | N/A | 1.063% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 21,079 | $1.06M | 0.0% | N/A | 0.468% | |
| 5/14/2025 | Islay Capital Management LLC | 40,355 | $2.02M | 1.4% | +354.9% | 0.897% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 72,407 | $3.63M | 0.1% | +8.7% | 1.609% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 327,438 | $16.40M | 0.0% | +3.7% | 7.276% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 1,402 | $70K | 0.0% | N/A | 0.031% | |
| 5/7/2025 | LPL Financial LLC | 92,958 | $4.66M | 0.0% | -11.6% | 2.066% | |
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| 5/6/2025 | Assetmark Inc. | 63,911 | $3.20M | 0.0% | N/A | 1.420% | |
| 5/6/2025 | Advisor OS LLC | 12,450 | $624K | 0.1% | +57.7% | 0.277% | |
| 5/5/2025 | WNY Asset Management LLC | 11,484 | $575K | 0.1% | N/A | 0.255% | |
| 5/5/2025 | IFP Advisors Inc | 10,347 | $518K | 0.0% | -15.5% | 0.230% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 43,681 | $2.19M | 0.0% | -1.1% | 0.971% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 9,386 | $470K | 0.0% | +20.0% | 0.209% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 203,132 | $10.18M | 0.0% | +18.2% | 4.514% | |
| 4/29/2025 | McGlone Suttner Wealth Management Inc. | 10,687 | $535K | 0.1% | -5.3% | 0.237% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 14,578 | $730K | 0.1% | +44.6% | 0.324% | |
| 4/25/2025 | Salus Financial Advisors LLC | 55,683 | $2.79M | 2.1% | +10.9% | 1.237% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 5,022 | $252K | 0.0% | +10.1% | 0.112% | |
| 4/21/2025 | Norris Perne & French LLP MI | 13,955 | $699K | 0.1% | +19.4% | 0.310% | |
| 4/18/2025 | GSB Wealth Management LLC | 35,360 | $1.77M | 0.5% | +1.6% | 0.786% | |
| 4/17/2025 | Great Lakes Retirement Inc. | 24,911 | $1.25M | 0.2% | -4.5% | 0.554% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 14,298 | $716K | 0.0% | -1.4% | 0.318% | |
| 4/16/2025 | Lakeridge Wealth Management LLC | 17,212 | $862K | 0.4% | N/A | 0.382% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 29,939 | $1.50M | 0.0% | -25.2% | 0.665% | |
| 4/14/2025 | Dentgroup LLC | 9,036 | $453K | 0.3% | -10.5% | 0.201% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 40,034 | $1.99M | 0.0% | +425.0% | 0.965% | |
| 2/24/2025 | United Advisor Group LLC | 6,707 | $333K | 0.1% | N/A | 0.227% | |
| 2/17/2025 | Salus Financial Advisors LLC | 50,219 | $2.49M | 2.0% | N/A | 1.702% | |
| 2/17/2025 | Focus Partners Wealth | 640 | $32K | 0.0% | -97.0% | 0.022% | |
| 2/17/2025 | Citadel Advisors LLC | 40,500 | $2.01M | 0.0% | N/A | 1.373% | |
| 2/17/2025 | Bank of America Corp DE | 79,348 | $3.94M | 0.0% | -8.0% | 2.690% | |
| 2/17/2025 | Adapt Wealth Advisors LLC | 4,801 | $238K | 0.1% | N/A | 0.163% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 14,542 | $722K | 0.0% | -6.1% | 0.493% | |
| 2/14/2025 | Jane Street Group LLC | 8,178 | $406K | 0.0% | N/A | 0.277% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 5,965 | $297K | 0.0% | +30.0% | 0.202% | |
| 2/13/2025 | Regal Investment Advisors LLC | 77,098 | $3.83M | 0.3% | +2.7% | 2.613% | |
| 2/13/2025 | Raymond James Financial Inc. | 4,416 | $219K | 0.0% | N/A | 0.150% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 171,783 | $8.53M | 0.0% | -20.6% | 5.823% | |
| 2/13/2025 | Wells Fargo & Company MN | 507 | $25K | 0.0% | N/A | 0.017% | |
| 2/13/2025 | Islay Capital Management LLC | 8,872 | $440K | 0.3% | -3.3% | 0.301% | |
| 2/12/2025 | WealthTrak Capital Management LLC | 2,510 | $125K | 0.1% | N/A | 0.085% | |
| 2/12/2025 | JPMorgan Chase & Co. | 14,124 | $701K | 0.0% | +6.4% | 0.479% | |
| 2/11/2025 | LPL Financial LLC | 105,205 | $5.22M | 0.0% | +222.5% | 3.566% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 315,604 | $15.66M | 0.0% | +25.9% | 10.698% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 5,748 | $285K | 0.0% | -13.2% | 0.195% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 66,598 | $3.31M | 0.1% | +17.9% | 2.258% | |
| 2/6/2025 | Raymond James Financial Inc. | 4,416 | $219K | 0.0% | N/A | 0.150% | |
| 2/5/2025 | Advisor OS LLC | 7,893 | $392K | 0.0% | +11.3% | 0.268% | |
| 2/4/2025 | IFP Advisors Inc | 12,242 | $608K | 0.0% | +60.0% | 0.415% | |
| 1/30/2025 | Roxbury Financial LLC | 1,505 | $75K | 0.1% | N/A | 0.051% | |
| 1/29/2025 | Great Lakes Retirement Inc. | 26,080 | $1.30M | 0.2% | +2.7% | 0.884% | |
| 1/29/2025 | Soltis Investment Advisors LLC | 12,256 | $608K | 0.1% | -10.0% | 0.415% | |
| 1/29/2025 | Savant Capital LLC | 10,122 | $502K | 0.0% | +54.0% | 0.343% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 44,185 | $2.19M | 0.0% | -9.7% | 1.498% | |
| 1/23/2025 | Southern Capital Advisors LLC | 4,328 | $215K | 0.1% | N/A | 0.147% | |
| 1/23/2025 | Norris Perne & French LLP MI | 11,692 | $580K | 0.0% | +4.9% | 0.396% | |
| 1/21/2025 | GSB Wealth Management LLC | 34,817 | $1.73M | 0.4% | +4.9% | 1.180% | |
| 1/21/2025 | McGlone Suttner Wealth Management Inc. | 11,280 | $560K | 0.1% | +6.3% | 0.382% | |
| 1/16/2025 | Koshinski Asset Management Inc. | 10,079 | $500K | 0.0% | +12.5% | 0.342% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 39,494 | $1.99M | 0.0% | +418.0% | 1.339% | |
| 1/3/2025 | Dentgroup LLC | 10,093 | $501K | 0.4% | -11.9% | 0.342% | |
| 12/26/2024 | JPMorgan Chase & Co. | 13,278 | $669K | 0.0% | +13.6% | 0.450% | |
| 11/15/2024 | MML Investors Services LLC | 19,903 | $1.00M | 0.0% | +8.3% | 0.675% | |
| 11/14/2024 | Flow Traders U.S. LLC | 30,317 | $1.53M | 0.1% | +77.3% | 1.028% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 12,103 | $612K | 0.0% | +27.5% | 0.410% | |
| 11/7/2024 | Sugar Maple Asset Management LLC | 6,992 | $352K | 0.3% | N/A | 0.237% | |
| 11/5/2024 | Apollon Wealth Management LLC | 8,014 | $404K | 0.0% | -20.9% | 0.272% | |
| 10/28/2024 | Norris Perne & French LLP MI | 11,142 | $561K | 0.0% | +8.7% | 0.378% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 7,625 | $384K | 0.0% | N/A | 0.258% | |
| 10/23/2024 | Great Lakes Retirement Inc. | 25,403 | $1.28M | 0.2% | +936.4% | 0.861% | |
| 10/19/2024 | Compass Ion Advisors LLC | 3,980 | $200K | 0.0% | N/A | 0.135% | |
| 10/10/2024 | McGlone Suttner Wealth Management Inc. | 10,608 | $534K | 0.1% | -20.2% | 0.360% | |
| 10/10/2024 | Koshinski Asset Management Inc. | 8,957 | $451K | 0.0% | +10.2% | 0.304% | |
| 10/2/2024 | Dentgroup LLC | 11,456 | $577K | 0.4% | -2.3% | 0.388% | |
| 8/16/2024 | Regal Investment Advisors LLC | 72,696 | $3.57M | 0.2% | +3.1% | 2.464% | |
| 8/14/2024 | Bank of Montreal Can | 18,702 | $899K | 0.0% | N/A | 0.634% | |
| 8/12/2024 | Glass Jacobson Investment Advisors llc | 2,369 | $116K | 0.0% | -8.8% | 0.080% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 194,323 | $9.54M | 0.0% | +16.6% | 6.587% | |
| 8/6/2024 | Advisor OS LLC | 6,237 | $306K | 0.0% | -6.3% | 0.211% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 233,141 | $11.44M | 0.0% | -0.2% | 7.903% | |
| 7/25/2024 | Levy Wealth Management Group LLC | 31,782 | $1.56M | 0.4% | +10.3% | 1.077% | |
| 7/19/2024 | Hoylecohen LLC | 22,366 | $1.10M | 0.1% | -6.9% | 0.758% | |
| 7/19/2024 | McGlone Suttner Wealth Management Inc. | 13,289 | $654K | 0.2% | +3.9% | 0.450% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 14,364 | $705K | 0.0% | +7.9% | 0.487% | |
| 7/8/2024 | Dentgroup LLC | 11,730 | $576K | 0.5% | N/A | 0.398% | |
| 5/10/2024 | Osaic Holdings Inc. | 158,266 | $7.77M | 0.0% | -7.4% | 5.365% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 8,863 | $435K | 0.0% | +44.7% | 0.300% | |
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| 5/8/2024 | Avantax Advisory Services Inc. | 8,349 | $409K | 0.0% | +47.4% | 0.283% | |
| 5/7/2024 | WNY Asset Management LLC | 15,285 | $750K | 0.1% | -8.9% | 0.518% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 7,828 | $384K | 0.0% | +4.4% | 0.265% | |
| 5/2/2024 | GSB Wealth Management LLC | 33,064 | $1.62M | 0.5% | +2.9% | 1.121% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 4,590 | $226K | 0.0% | -5.6% | 0.156% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 233,703 | $11.46M | 0.0% | -2.8% | 7.922% | |
| 4/19/2024 | Wealth Management Resources Inc. | 5,933 | $291K | 0.1% | -9.3% | 0.156% | |
| 4/16/2024 | Norris Perne & French LLP MI | 9,894 | $485K | 0.0% | -87.2% | 0.260% | |
| 2/21/2024 | WNY Asset Management LLC | 16,785 | $826K | 0.1% | +111.1% | 0.442% | |
| 2/9/2024 | Hoylecohen LLC | 24,021 | $1.18M | 0.1% | N/A | 0.632% | |
